Position in OKTA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$199,762
-$30,829 QoQ
Shares Held
1,464
-48.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#630
of 821 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKTA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kovack Advisors, Inc. holds $72,638,301 across 18 Software - Infrastructure names. OKTA ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,918 | $29,437,992 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
78,025 | $9,103,176 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
35,684 | $6,807,971 | |
| 4 | ORCL |
Oracle Corp
|
43,257 | $6,339,313 | |
| 5 | PANW |
Palo Alto Networks Inc
|
14,236 | $4,854,760 | |
| 6 | BB |
BLACKBERRY Ltd
|
244,503 | $3,092,962 | |
| 7 | OSPN |
OneSpan Inc.
|
207,970 | $2,984,369 | |
| 8 | FFIV |
F5, Inc.
|
6,886 | $2,864,300 |
All Filings in OKTA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,762 | 1,464 | Shares | Sole | 2026-07-29 | |
| 2023-09-30 | $230,591 | 2,829 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $200,976 | 2,898 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $244,835 | 2,839 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $202,325 | 2,961 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $260,350 | 4,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $480,656 | 5,317 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $840,998 | 5,571 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,942,433 | 8,665 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,347,055 | 9,889 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,091,769 | 8,549 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,835,741 | 8,328 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,170,871 | 8,538 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,450,758 | 6,784 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,453,469 | 7,259 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $835,280 | 6,832 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||